SEC filing record
Primary Source · SEC.gov

Ison Fork Coal Opportunity Fund, L.P.

2023 vintageRule 506(c)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

Raised

$9M

Investors

77

Min Invest

$25,000

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What this filing shows

·

Every sentence is a value as filed on SEC Form D

Ison Fork Coal Opportunity Fund, L.P. is a Delaware limited partnership that filed a Form D with the SEC on December 28, 2023 in the Other Real Estate industry group. The offering claims Rule 506(c) and covers equity. Ison Fork Coal Opportunity Fund, L.P. reported $9,403,300 sold from 77 investors of a $9,613,000 total offering as of the Form D filed December 28, 2023. The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000. The Form D names Patrick Capital Markets, LLC (CRD 16518), associated with None; Saxony Securities, Inc. (CRD 115547), associated with Nathaniel Phillips; Great Point Capital LLC (CRD 114203), associated with Nathan Gertler; Green Vista Capital, LLC (CRD 293630), associated with Philippus Van Staden and 2 others as recipients of sales compensation soliciting in AR, CA, CT, FL, GA, HI, IA, ID, IN, KS, LA, MA, MI, NE, NY, PA, SC, TN, TX, UT, VA. The issuer's address of record is 4300 Legendary Drive Ste C225, Destin, FL 32541.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002005321
Entity NameIson Fork Coal Opportunity Fund, L.P.
ExemptionRule 506(c)
What the exemption meansRule 506(c) of Regulation D: the issuer may advertise the offering publicly, but every purchaser must be a verified accredited investor.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer Address4300 Legendary Drive Ste C225, Destin, FL 32541
Phone(404) 566-8585
Industry / Fund TypeOther Real Estate
Securities TypeEquity
First Sale DateDecember 18, 2023
Filing DateDecember 28, 2023
Accession Number0002005321-23-000002
Total Offering Amount$9,613,000
Total Amount Sold$9,403,300
Amount Remaining$209,700
Total Investors77
Non-Accredited InvestorsNone
Minimum Investment$25,000
Offering DurationOne year or less
Revenue RangeDecline to Disclose
State (Issuer Address)FL
Amendment CountOriginal filing only

Filings on Record

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In the Terminal

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Statements extracted

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NAV prints

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none on file

Offering chains

1

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

IFCOF Manager, LLC

Director · Destin, FL

Managing General Partner of the Issuer

Sandy Bay Partners, LLC

Director · Destin, FL

Sole Manager of the Managing General Partner

Sandy Bay Manager, LLC

Director · Destin, FL

Sole Manager of Sandy Bay Partners, LLC

David Johnson

Director · Destin, FL

Sole Manager of Sandy Bay Manager, LLC

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

Patrick Capital Markets, LLCCRD 16518 on BrokerCheck

Associated broker-dealer: None · St. Louis, MO · Soliciting in AR, CA, CT, FL, GA, HI, IA, ID, IN, KS, LA, MA, MI, NE, NY, PA, SC, TN, TX, UT, VA

Saxony Securities, Inc.CRD 115547 on BrokerCheck

Associated broker-dealer: Nathaniel Phillips (CRD 7233794) · Miami, FL · Soliciting in CA, FL, GA, IA, KS, NE, NY

Great Point Capital LLCCRD 114203 on BrokerCheck

Associated broker-dealer: Nathan Gertler (CRD 7240600) · Chicago, IL · Soliciting in VA

Green Vista Capital, LLCCRD 293630 on BrokerCheck

Associated broker-dealer: Philippus Van Staden (CRD 4489166) · Winter Park, FL · Soliciting in FL, TX

Aurora SecuritiesCRD 46147 on BrokerCheck

Associated broker-dealer: Eric Hornyak (CRD 3021265) · Troy, MI · Soliciting in MI

Alexander Capital, L.P.CRD 40077 on BrokerCheck

Associated broker-dealer: Dustin Bachtel (CRD 7432314) · Glasgow, MO · Soliciting in FL

Questions About Ison Fork Coal Opportunity Fund, L.P.

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is Ison Fork Coal Opportunity Fund, L.P.?

Ison Fork Coal Opportunity Fund, L.P. is a Delaware limited partnership that filed a Form D with the SEC on December 28, 2023 in the Other Real Estate industry group. The filing claims Rule 506(c) for an offering of equity.

Is Ison Fork Coal Opportunity Fund, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. Ison Fork Coal Opportunity Fund, L.P. filed a Form D with the SEC on December 28, 2023 claiming Rule 506(c). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $9,403,300 sold to 77 investors. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is Ison Fork Coal Opportunity Fund, L.P. registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that Ison Fork Coal Opportunity Fund, L.P. claimed Rule 506(c) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has Ison Fork Coal Opportunity Fund, L.P. raised?

Ison Fork Coal Opportunity Fund, L.P. reported $9,403,300 sold from 77 investors of a $9,613,000 total offering as of the Form D filed December 28, 2023.

Who can invest in Ison Fork Coal Opportunity Fund, L.P.?

The offering relies on Rule 506(c), so the issuer may advertise it but may sell only to investors it has verified as accredited. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $25,000.

What is the minimum investment in Ison Fork Coal Opportunity Fund, L.P.?

The Form D lists $25,000 as the minimum investment accepted from any outside investor as of December 28, 2023. Issuers can waive their own minimums, and the figure does not include fees.

Who is selling Ison Fork Coal Opportunity Fund, L.P. and how are they paid?

The Form D names Patrick Capital Markets, LLC (CRD 16518), associated with None; Saxony Securities, Inc. (CRD 115547), associated with Nathaniel Phillips; Great Point Capital LLC (CRD 114203), associated with Nathan Gertler; Green Vista Capital, LLC (CRD 293630), associated with Philippus Van Staden and 2 others as recipients of sales compensation soliciting in AR, CA, CT, FL, GA, HI, IA, ID, IN, KS, LA, MA, MI, NE, NY, PA, SC, TN, TX, UT, VA.

Who is behind Ison Fork Coal Opportunity Fund, L.P.?

The Form D lists 4 related persons: IFCOF Manager, LLC, director (Managing General Partner of the Issuer); Sandy Bay Partners, LLC, director (Sole Manager of the Managing General Partner); Sandy Bay Manager, LLC, director (Sole Manager of Sandy Bay Partners, LLC); David Johnson, director (Sole Manager of Sandy Bay Manager, LLC). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Ison Fork Coal Opportunity Fund, L.P. located?

The issuer's address on its SEC filings is 4300 Legendary Drive Ste C225, Destin, FL 32541. Its phone number of record is 404.566.8585. It is organized under the laws of Delaware.

How long is the Ison Fork Coal Opportunity Fund, L.P. offering open?

The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

What is Ison Fork Coal Opportunity Fund, L.P.'s revenue?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.